EPISODE · Sep 21, 2023 · 21 MIN
Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial Plan
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
In the world of financial planning, it's not just about numbers; it's also about understanding emotions and priorities. Join the conversation with Benjamin Haas and Adam Werner as they reveal the detective work behind effective financial planning through what they call whiteboarding. Get ready to think differently about your finances! 🕵️♂️💰Tracking # T006201 Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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In the world of financial planning, it's not just about numbers; it's also about understanding emotions and priorities. Join the conversation with Benjamin Haas and Adam Werner as they reveal the detective work behind effective financial planning through what they call whiteboarding. Get ready to think differently about your finances! 🕵️♂️💰 Tracking # T006201 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor mor...
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Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial Plan
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